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Factset

767 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 273 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.27B)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$104M
Puts
$78.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
851
Claret Asset Management
Quebec, Canada
ACA
852
Aptus Capital Advisors
Alabama
TAM
853
Tocqueville Asset Management
New York
PFWA
854
Paces Ferry Wealth Advisors
Georgia
PFM
855
Patton Fund Management
Texas
CNC
856
Citizens & Northern Corp
Pennsylvania
PGFC
857
Peapack-Gladstone Financial Corp
New Jersey
AWM
858
Aprio Wealth Management
Georgia
CAMG
859
CWA Asset Management Group
Florida
BEC
860
Blue Edge Capital
Virginia
GC
861
Guggenheim Capital
Illinois
AIA
862
Arbor Investment Advisors
North Carolina
MAG
863
M3 Advisory Group
Massachusetts
Wellington Management Group
864
Wellington Management Group
Massachusetts
TFP
865
Tilia Fiduciary Partners
North Carolina
SI
866
Seeds Investor
New York
SSW
867
Smith Shellnut Wilson
Mississippi
PA
868
Profund Advisors
Maryland
FFN
869
Focus Financial Network
Minnesota
MCC
870
Malaga Cove Capital
California
BBW
871
Blue Barn Wealth
Utah
PWS
872
Precision Wealth Strategies
Missouri
RT
873
Rockland Trust
Massachusetts
TBA
874
Tower Bridge Advisors
Pennsylvania
GVAG
875
Great Valley Advisor Group
Delaware